+283.6%
TFC vs VOO
+817.1%
-533.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | -1.3% | +0.1% | -1.4% | -1.4% |
| 3M | +6.1% | +2.0% | +4.1% | +3.0% |
| 6M | +7.3% | +13.0% | -5.7% | -8.1% |
| YTD | +8.2% | +13.6% | -5.4% | -7.9% |
| 1Y | +14.4% | +20.1% | -5.6% | -9.1% |
| 3Y | +93.7% | +77.6% | +16.2% | -4.3% |
| 5Y | +16.4% | +82.4% | -66.0% | -44.3% |
| 10Y | +101.6% | +316.8% | -215.3% | -64.0% |
| All | +283.6% | +817.1% | -533.4% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling